Who Owns ETF OPPORTUNITIES TRUST (HELS)? -- Institutional Holders (2026-06-30)

11 institutions reported holding $2.9M of ETF OPPORTUNITIES TRUST (HELS) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.5M), GTS SECURITIES LLC ($637,330), HighTower Advisors, LLC ($396,106), Farther Finance Advisors, LLC ($210,413), BANK OF MONTREAL /CAN/ ($58,263). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$1.5M60,000Hold
2GTS SECURITIES LLC$637,33025,422Trimmed
3HighTower Advisors, LLC$396,10615,800Trimmed
4Farther Finance Advisors, LLC$210,4138,393Trimmed
5BANK OF MONTREAL /CAN/$58,2632,324Hold
6OSAIC HOLDINGS, INC.$37,6051,500Hold
7UBS Group AG$5,240209Added
8Game Plan Financial Advisors, LLC$5,014200Hold
9Copia Wealth Management$1,25450Hold
10CITADEL ADVISORS LLC$00Exited
11JANE STREET GROUP, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-06-30